Two of our paraplanners, Lauren & Connor, recently completed Emma’s Emotional Finance Programme, and the impact has been nothing short of profound. The course has opened their eyes to a more human-centred, emotionally intelligent approach to financial planning, moving beyond spreadsheets and strategy into the real, messy, meaningful lives of the people we serve.

They’ve come away with a deeper understanding of the emotional drivers behind money decisions and a more rounded view of what true, personal finance looks like. We’ve already seen a noticeable shift in their communication style and client interactions, more empathy, more curiosity, and more powerful planning conversations.

This programme has rapidly upskilled them in areas that are so often overlooked in technical training, yet absolutely essential to delivering advice that genuinely changes lives. Emma’s work is a game-changer for any firm serious about doing financial planning the right way… human first.

Taking part in The Emotional Finance Programme has been a really valuable and insightful experience. It’s encouraged me to think more deeply about how I show up in client conversations and given me practical tools to build stronger, more trusting relationships.

What stood out most for me was the space it gave to slow down and reflect, something we rarely get the chance to do in our day-to-day. The sessions were honest, thought-provoking, and practical, with a great mix of theory, lived experience, and real-world application. I’ve come away feeling more confident and I am holding a dedicated space for clients which focuses on building a relationship intentionally, instead of just being a byproduct of working with someone.

Emma has a brilliant way of making the complex feel accessible and creating an environment where you can learn without pressure. I’d recommend this programme to anyone in financial planning, whether you're at the start of your journey or looking to reconnect with the human side of what we do. It’s helped me grow, and I think it will shape the way I work with clients for years to come.

I found being part of Emma’s Emotional Finance Programme incredibly valuable. Emma brings her experience from working as a psychotherapist and her expertise in relationships to the world of financial planning.

Working with her has increased my understanding of the emotional side of working with clients. It wasn't as if I hadn't thought about this before, but working with Emma and our group has made me more aware of and better prepared for the emotional moments that are part of our work.

This practice and awareness makes it easier to respond effectively, with empathy and in a way that will help me to build even better relationships with clients.

I recently completed Emma’s course, and it has been truly transformative for my approach to financial planning. What sets it apart is its focus on the soft skills that are so often overlooked — particularly the art of building trust and forming deeper, more authentic relationships with clients.

Emma’s model provides a strong foundation for understanding the human side of financial planning, and the way she breaks it down makes it easy to put into practice. Throughout the course, I grew in confidence and was encouraged to explore different communication styles, all while staying true to my authentic self.

The impact has been immediate — I’ve already noticed a significant improvement in the strength and depth of my client relationships. Emma’s guidance has not only refined my professional skills but has also made me a more empathetic and adaptable adviser. I would highly recommend her training to anyone who wants to elevate the way they connect with and support their clients.

The teaching and guidance on the Emotional Finance Programme is great for someone in my position who has sat in hundreds of client meetings but still doesn’t quite know how to avoid sounding robotic.

This training is improving the way I communicate and build trust with clients. It’s helped me to think about previous client encounters and how I could enhance my approach to make future encounters more meaningful.

The sessions are well prepared yet laid back and conversational and the small group format makes it easy to share thoughts and ideas.

I’m finding the Emotional Finance Programme really valuable, and I genuinely look forward to the sessions.

It makes me reflect on how trust with clients can be built in ways beyond just technical expertise. This course is useful but also essential for my development in the financial services industry.

Our trainee’s experience with Emma and Emotional Finance has had a clear and positive impact on the way they engage with clients. The programme has strengthened their ability to listen more deeply, ask better questions and create more balanced, client-led conversations. They are noticeably more confident in slowing the pace, allowing space, and focusing on connection rather than defaulting to technical explanations.

We’ve already seen a meaningful uplift in the quality of their client interactions, with a more collaborative and thoughtful approach that builds trust and understanding. Emotional Finance has supported their development in a way that feels practical, reflective, and truly embedded in day-to-day advice conversations.

We would readily recommend the programme to firms looking to enhance the relational skills of their advisers.

I have really enjoyed being a student of the Emotional Finance Programme and have learned so much to take with me through the remainder of my career.

I feel more confident to tackle tricky situations and read situations better - it’s like looking through a different lens.

I wouldn’t change anything about the Programme - it is all relevant, whether you’re in an advisory of even a back office position.